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Lonely Boat

The Retirement Portfolio
allows you to
sail to financial security.

Portfolios
Retirement
Portfolio

Our Retirement Portfolio focuses more on the things we can control and less on the things we cannot.  This is a Stoic Method of Investing.  We focus on lowering the FEE and TAX impact on your portfolio - the surest way to maximize long-term growth.  A glide path ensures you have sufficient return earlier in your retirement journey and lowers risk as you near and then enter the retirement phase.

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We lower the FEE impact through the following:​​

  • Low-cost ETFs

  • Advice on outside accounts (401ks, 403bs, 457bs)

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We lower the TAX impact through the following:​​

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